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名称 | 标题 | 任期 | 至 |
---|---|---|---|
Timothy Snyder | Executive Director | 2013 | now |
背景介紹 | Tim Snyder, executive director of J.P. Morgan Investment Management Inc., is a portfolio manager on the U.S. Disciplined Equity Team. An employee since 2003, his responsibilities include managing Research Enhanced Index (REI) strategies. Tim joined the portfolio management team in 2004 as an analyst and worked on the daily implementation and maintenance of the REI and Analyst Fund portfolios. He holds a B.S. in finance and economics from the University of Delaware and is a holder of the CFA and CMT designations. | ||
Raffaele Zingone | Managing Director | 1997 | now |
背景介紹 | Ralph Zingone, Managing Director, is a portfolio manager on the U.S. Disciplined Equity Team. An employee since 1991, Ralph is responsible for the Research Enhanced Index (REI) strategies. Prior to this role, he was a research analyst following the aerospace, environmental, and diversified manufacturing sectors. Upon joining the firm, he was a quantitative equity analyst and later served as a U.S. Equity portfolio manager in London and New York. Ralph received his B.A. in mathematics and economics from the College of the Holy Cross and his M.B.A. in finance from New York University. | ||
Steven G. Lee | Lead Portfolio Manager | 2014 | 2020 |
背景介紹 | Steven G. Lee, Managing Director, is a portfolio manager on the US Disciplined Equity Team and the lead portfolio manager for the Research 130/30 and Disciplined Equity strategies since February 2017. Additionally, he has been the lead portfolio manager for the Research Market Neutral and Research Long/Short strategies since January 2014. Prior to joining the firm in 2004, he was a research analyst covering the global chemicals sector at Sanford Bernstein Investment Research and Management. He previously held positions as a management consultant with Booz-Allen&Hamilton and as an engineer with Ford Motor Company. Steven graduated with a dual degree from the Management and Technology Program at the University of Pennsylvania with a B.S. in economics from the Wharton School of Business, majoring in finance, and a B.S. in engineering from the School of Engineering and Applied Science, majoring in economics. He also holds an M.S. in mechanical engineering from the Massachusetts Institute of Technology and an M.B.A. in finance from the University of Michigan. | ||
Aryeh Glatter | Portfolio Manager | 2014 | 2017 |
背景介紹 | Aryeh Glatter, executive director, is a portfolio manager of the Disciplined Equity and Research 130/30 strategies. An employee since 2011, Aryeh previously managed the Large Cap Value portfolios within the U.S. Equity Group. Prior to joining the firm, Aryeh was a portfolio manager at Alliance Bernstein, where he managed large cap equities from 2000 to 2009. Aryeh began his career at Alliance Capital as an equity analyst in 1992 covering a broad range of industries. He holds a B.S. from Brooklyn College and an M.B.A. from New York University. | ||
Terance Chen | Vice President | 1997 | 2014 |
背景介紹 | Terance Chen, managing director, is a portfolio manager in the U.S. Disciplined Equity Team. An employee since 1994, Terance is responsible for the management of several long/short strategies, including Research Market Neutral, Research 130/30, Research Long/Short and Research Total Return. He is also part of the portfolio management team for the Research Enhanced Index (REI) strategies. Prior to his current position, Terance was a quantitative equity research analyst. Terance holds a B.S. in finance from New York University's Stern School of Business and is a CFA charterholder. | ||
Scott Blasdell | Managing Director | 2013 | 2014 |
背景介紹 | Scott Blasdell, managing director, is a portfolio manager in the U.S. Equity Group responsible for Large Cap Value portfolios. An employee since 1999, Scott started as a research analyst covering REITs then in 2001 became portfolio manager of JPMorgan’s REIT strategies. In 2008, Scott moved to the U.S. Disciplined Equity Team to manage large cap core and value strategies. Prior to JPMorgan, Scott worked as a research analyst at Merrill Lynch Asset Management and Wellington Management. Scott earned a B.A. in economics from Williams College and an M.B.A. from the Wharton School of the University of Pennsylvania. He is also a CFA charterholder. | ||
Scott Blasdell | Managing Director | 2010 | 2013 |
背景介紹 | Scott Blasdell, managing director, is a portfolio manager in the U.S. Equity Group responsible for Large Cap Value portfolios. An employee since 1999, Scott started as a research analyst covering REITs then in 2001 became portfolio manager of JPMorgan’s REIT strategies. In 2008, Scott moved to the U.S. Disciplined Equity Team to manage large cap core and value strategies. Prior to JPMorgan, Scott worked as a research analyst at Merrill Lynch Asset Management and Wellington Management. Scott earned a B.A. in economics from Williams College and an M.B.A. from the Wharton School of the University of Pennsylvania. He is also a CFA charterholder. | ||
Cris Posada | Vice President, client Portfolio Manager | 2005 | 2006 |
背景介紹 | Posada is a Vice President and client portfolio manager of JP Morgan Fleming Asset Management and joined the firm in 1997. Posada has earned the right to use the Chartered Financial Analyst designation. | ||
James C. Wiess | Managing Director, CIO | 1997 | 2005 |
背景介紹 | Mr. Wiess is a Managing Director and Chief Investment Officer of Putnam's U.S. Core effort. He is also the Portfolio Leader of the Tax Smart Equity Fund, Capital Appreciation Fund, and Investors Fund. He is a member of the team responsible for managing U.S. Core Equity and U.S. Core Concentrated Equity institutional portfolios. Mr. Wiess, who Putnam in 2000, is a CFA charter holder and has 23 years of investment experience. | ||
Frederic (Rick) A. Nelson | - | 1997 | 2005 |
背景介紹 | Fredric A. Nelson III, managing director, is head of the U.S. Equity Department. An employee since 1994, Rick previously was head of the U.S. Structured Equity Group. Prior to joining the firm, he was with Bankers Trust for fourteen years in their Global Investment Management Group and led the Global Quantitative Investment Group. Fredric received his B.S. in economics from the Wharton School and his M.B.A. in finance from the University of Chicago. |
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